See which marketing fills your intake, read live from your Lawmatics matters.
Connect Lawmatics with one button and TruLata reads your matters: new ones on the Leads tab with the source Lawmatics recorded, and your intake pipeline on the Jobs tab as potential new clients, hired or lost, with the value your team entered. TruLata only reads, so intake, automations and engagement letters stay yours to run in Lawmatics.
What will I see from Lawmatics?
Your matters, in two places. The Leads tab lists every matter created in the last 90 days, newest first, with the name, email, phone, city, the case title or practice area, the case summary, the page they came in from and the marketing source. The Jobs tab reads the intake pipeline: every potential new client whatever its age, plus every matter hired or lost over the last 12 months, each with its stage and pipeline.
On the Jobs tab a potential new client is the open pipeline, a hired matter is won and dated the day it converted, and a lost matter is lost. Filter the list by pipeline, by outcome or by a search for a name, and the tiles across the top show the open pipeline with its value, booked value over the last 12 months, wins this month and your win rate.
Where do the source and the value come from?
From Lawmatics itself. The source is the marketing Source your team or your intake forms set on the matter; when none is set, TruLata uses the UTM source Lawmatics captured from the form. So a matter from a Google ad, a referral partner or your website shows that beside it on the Leads tab.
The value is the one your team typed. A hired matter carries its actual value, else its estimated value; an open one carries its estimated value. Lawmatics stores a value nobody typed as zero, and TruLata reads that as unknown rather than as a zero dollar matter, so an empty field never drags your averages down.
How do I connect Lawmatics?
Press Connect Lawmatics on the Integrations tab. Lawmatics opens, you sign in and approve TruLata, and you land back on your dashboard with your matters loading. There is nothing to copy and nothing to paste. The account owner or an admin of your TruLata account presses the button, and the person who approves it in Lawmatics should be able to see the firm's matters.
The token Lawmatics hands back is stored encrypted and never sent to a browser, yours included. On an account our team runs for you, we connect it with you during setup.
Can TruLata change anything in Lawmatics?
TruLata only reads. Lawmatics does not offer a read only approval, so the token it issues could do what the person who approved it can do; TruLata uses it for reads alone, of matters, sources, stages, pipelines and practice areas. A new matter, a status change, an automation or an engagement letter is made in Lawmatics itself, by your team.
Press Disconnect on the Lawmatics card and TruLata revokes the token at Lawmatics, so it stops working there, and then deletes the copy we hold. Connecting again does the same with the old token before the new one is saved, so there is only ever one.
How fresh is what I see?
Live. The Leads tab reads the last 90 days of new matters from Lawmatics when it opens, and the Jobs tab reads the intake pipeline on every open, holding it for at most 90 seconds so a double click does not read twice. A consultation your intake team books this morning is on the screen the next time anyone looks.
A source that fails says so. If Lawmatics does not answer, its card says Could not read and nothing is counted as zero. Records named test are left out before anything is counted. The live data page covers the clock on every other source.
Why put Lawmatics on a marketing dashboard?
Lawmatics runs your intake; TruLata runs the marketing that feeds it. With both connected, the ads view records what you spent, the Leads view shows the matters it produced with their source, and the Jobs tab shows which of them hired you. That is cost per signed client by channel, on one screen, without an export.
Ask TruLata and your morning briefing read the same matters, so a question like which source produced the most hires this quarter is answered from your own Lawmatics data. The law firm page covers the rest of what TruLata does for a practice, and TruLata and Lawmatics explains why the two sit side by side.
What the Lawmatics connection reads.
| What | Where it comes from | How fresh |
|---|---|---|
| New matters | Created in the last 90 days: name, contact, city, case, summary, page, source | Leads tab, live on open |
| Intake pipeline | Every potential new client, plus matters hired or lost in 12 months | Jobs tab, live on open |
| Outcome | Potential new client open; hired won; lost lost | As Lawmatics records it |
| Source | The Lawmatics Source, else the UTM source captured | Per matter |
| Value | Actual or estimated value; a zero nobody typed reads unknown | Never a false 0 |
| How it connects | Connect Lawmatics, approve in Lawmatics; nothing to paste | Owner or admin |
| Direction | TruLata reads only; disconnect revokes the token | Live |
Lawmatics stays where your intake is run. TruLata reads matters onto the Leads and Jobs tabs and never writes back, and disconnecting revokes its token at Lawmatics.
Questions, answered.
Does TruLata integrate with Lawmatics?
Yes. Press Connect Lawmatics on the Integrations tab, approve TruLata in Lawmatics, and new matters show on the Leads tab with their marketing source while the intake pipeline shows on the Jobs tab as potential, hired or lost.
Can TruLata change my matters in Lawmatics?
TruLata only reads. Lawmatics has no read only approval, so its token could do what the approving person can, but TruLata uses it for reads alone, and every change is made in Lawmatics.
Where does the lead source come from?
The marketing Source set on the matter in Lawmatics, or the UTM source Lawmatics captured from the form when no Source is set.
What if a matter has no value?
Lawmatics stores a value nobody typed as zero. TruLata reads that as unknown, so it never counts as a zero dollar matter.
How do I disconnect Lawmatics?
Press Disconnect on the Lawmatics card on Integrations. TruLata revokes the token at Lawmatics, so it stops working there, and deletes the copy it holds.
Which tier includes the Lawmatics connection?
Your dashboard carries the views its connected sources feed, and the Jobs tab appears once Lawmatics is connected. The pricing page lists what each tier includes.
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